See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,749 | $31,679+394.8% | $74,701+109.8% | $65,185+140.5% |
| Participation rate | 31.9% | 40.4%-8.4pp | 54.5%-22.5pp | 70.2%-38.3pp |
| Annual return | 31.07% | 39.04%-8.0pp | 752.92%-721.9pp | 29.38%+1.7pp |
| Employer contribution / active EE | $756 | $566+33.5% | $1,084-30.3% | $2,177-65.3% |
| Participant deferral / active EE | $1,560 | $1,191+31.0% | $1,964-20.6% | $3,514-55.6% |
| Admin fee / account holder | $27 | $379-92.9% | $3,333-99.2% | $847-96.8% |